Scenario 2

This scenario shows how the Comments Required option, if not used, can prevent an expense report from being submitted if a receipt is not attached.

Setup Configuration

• Installation Options - Expenses page

  • Receipts Configuration - Option = Attachments Only

  • Receipts Configuration - Attachment Location = Header and Line

• Business Unit - Receipts Required page

  • Receipt Required = Always

  • Minimum Receipt Amount (at top of page) = 25.00 USD

  • Comments Required = No

  • Exceptions grid:

    • Expense Type = Courier Service

    • Minimum Receipt Amount = 20.00 USD

    • Comments Required = No

Expense Entry

An employee creates an expense report for two expense types:

• Hotel = 220.00

• Courier service = 17.20

The employee does not attach a document and tries to submit the expense report.

System Reaction

The system does not allow the expense report to be submitted and displays a red flag at the top of the Expense Entry page. There is one error for the hotel expense type because the amount is over the minimum amount of 25.00.

Action(s) to Take

The employee can take only one action to submit the expense report, which is to attach a document for the hotel amount at the header or line level. An attachment for the courier service is not required because it is below the minimum amount.